ANET vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-06.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
ORCL trades at a lower forward P/E
(31.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
ORCL |
| Current Price |
$169.86 |
$184.31 |
| Fair Value Estimate |
$207.23 |
$210.13 |
| Upside to Fair Value |
+22.0%
|
+14.0%
|
| Market Cap |
$213.9B |
$530.1B |
| Forward P/E |
56.5x
|
31.0x
|
| EV / EBITDA |
44.7x
|
20.4x
|
| Price / Sales |
21.7x
|
7.9x
|
| Price / FCF |
39.9x
|
-22.4x
|
| Revenue Growth YoY |
+35.1%
|
+20.6%
|
| Gross Margin |
63.5%
|
65.8%
|
| Operating Margin |
42.8%
|
30.8%
|
| Return on Equity |
30.6%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of cloud and AI data-center switching solutions with a durable competitive moat driven by its strong presence among hyperscale cloud customers and AI networking providers. The company benefits from a seasoned management team led by founding CEO Jayshree V. Ullal, who has over 17 years at the helm and deep domain expertise. Arista's financials show robust grow…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
ANET |
ORCL |
| Zone Low |
$155.42 |
$157.60 |
| Zone High |
$176.15 |
$178.61 |
| In Buy Zone? |
Yes
|
No
|